Independent Franchise Partners LLP
Top Portfolio Positions
23 positions ·
$14,883,328,719 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TRU |
TransUnion
Financial Services
|
24,263,888 | $1,678,818,410 | 11.28% | |
| IT |
Gartner Inc
Technology
|
9,201,542 | $1,456,972,160 | 9.79% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
21,275,474 | $1,290,357,498 | 8.67% | |
| SOLV |
Solventum Corp
Healthcare
|
15,733,495 | $1,027,397,223 | 6.90% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
5,864,757 | $894,434,090 | 6.01% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
49,208,848 | $848,360,539 | 5.70% | |
| AON |
Aon plc
Financial Services
|
2,588,002 | $835,355,285 | 5.61% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
4,955,192 | $779,352,597 | 5.24% | |
| NWSA |
News Corp
Communication Services
|
30,924,574 | $770,949,629 | 5.18% | |
| CRM |
Salesforce, Inc.
Technology
|
4,035,050 | $753,222,783 | 5.06% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TRU
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $839,409,205 | 12,131,944 | Shares | Other | 2026-05-14 | |
| 2026-03-31 | $839,409,205 | 12,131,944 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $783,489,432 | 9,136,903 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $383,317,293 | 4,575,284 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $408,927,464 | 4,646,903 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $175,653,978 | 2,116,568 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $193,397,695 | 2,086,050 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $179,069,875 | 1,710,314 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $252,892,719 | 3,410,096 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $612,973,884 | 7,681,377 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $543,103,147 | 7,904,281 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $489,771,840 | 6,822,285 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $538,363,734 | 6,873,021 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $426,071,298 | 6,856,635 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $391,346,297 | 6,895,970 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $416,388,713 | 6,999,306 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $459,578,625 | 5,745,451 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $413,274,847 | 3,999,176 | Shares | Other | 2022-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||